Objective:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

To export contacts from Daylite:

Select a Smart list for Contacts and choose View > Multi-Column List.

Right-click (or control-click) the column header and select the columns you wish to display. You can also adjust the order of the columns by clicking the column header and dragging and dropping to the new position.